MWM
VOT icon

Marion Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Marion Wealth Management’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.2M Buy
62,783
+2,405
+4% +$694K 3.91% 4
2026
Q1 		$15.5M Buy
60,378
+4,720
+8% +$1.3M 3.44% 7
2025
Q4 		$15.7M Buy
55,658
+1,179
+2% +$337K 3.49% 7
2025
Q3 		$16M Sell
54,479
-722
-1% -$208K 3.8% 5
2025
Q2 		$15.7M Buy
55,201
+1,537
+3% +$396K 3.93% 5
2025
Q1 		$13.1M Sell
53,664
-1,884
-3% -$490K 3.51% 7
2024
Q4 		$14.1M Sell
55,548
-75
-0.1% -$19.3K 3.74% 6
2024
Q3 		$13.5M Buy
55,623
+2,113
+4% +$492K 3.61% 6
2024
Q2 		$12.3M Buy
53,510
+571
+1% +$131K 3.61% 6
2024
Q1 		$12.5M Sell
52,939
-1,006
-2% -$225K 3.73% 6
2023
Q4 		$11.8M Buy
53,945
+2,370
+5% +$474K 3.79% 6
2023
Q3 		$10M Buy
51,575
+1,083
+2% +$221K 3.54% 6
2023
Q2 		$10.4M Buy
50,492
+1,009
+2% +$196K 3.69% 6
2023
Q1 		$9.64M Buy
49,483
+3,816
+8% +$731K 3.6% 7
2022
Q4 		$8.21M Buy
45,667
+9,616
+27% +$1.74M 3.46% 7
2022
Q3 		$6.15M Buy
36,051
+3,135
+10% +$593K 3.16% 9
2022
Q2 		$5.77M Buy
32,916
+8,358
+34% +$1.62M 3.02% 8
2022
Q1 		$5.47M Buy
24,558
+477
+2% +$105K 2.67% 10
2021
Q4 		$6.13M Buy
+24,081
New +$6.07M 2.91% 9

Other funds holding VOT

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Marion Wealth Management's VOT Position: Q2 2026 in Review

Marion Wealth Management increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 4% in Q2 2026, buying an estimated $694K and bringing the position to 62,783 shares worth $19.2M. The position accounts for 3.91% of the portfolio, ranked #4.

Marion Wealth Management first reported a position in VOT in Q4 2021 and has held it in 19 quarters since. 190 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Marion Wealth Management held 62,783 shares of Vanguard Mid-Cap Growth ETF worth $19.2M as of Q2 2026.
  • Marion Wealth Management bought 2,405 Vanguard Mid-Cap Growth ETF shares in Q2 2026, an estimated $694K.
  • Vanguard Mid-Cap Growth ETF made up 3.91% of Marion Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Marion Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 190 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.